Gift Planning: The Pioneer Legacy Society

The Pioneer Legacy Society honors alumni, parents, and friends who have made a planned
gift to Franklin Pierce.

Franklin Pierce University offers a range of charitable gift planning services to
alumni, parents, and friends. Planned gifts allow you to remember and to celebrate
Franklin Pierce in a meaningful way that may not have been possible otherwise. We
can help you explore a host of gift options that will allow you and your family to
make a great difference to present and future generations. In return for a planned
gift, donors and their families may receive important estate and income tax benefits,
and, depending upon their gift, an attractive annual income stream for their lifetime
or the life of a secondary beneficiary.

Bequests

The most popular and easiest ways to make a planned gift to Franklin Pierce is to
make a commitment through your will. A bequest may take a number of forms, including
a specific amount or a percentage of your estate. Upon request, sample testamentary
language will be provided.

Retirement Assets

By naming Franklin Pierce as the beneficiary or contingent beneficiary of your retirement
plan assets, you can save estate tax and your non-spousal heirs' income tax, while
making a significant impact on the University.

Life Insurance

You may transfer ownership of a paid-up policy you no longer need or use a new policy
to name Franklin Pierce as owner and beneficiary.

Real Estate

If you own property that is fully paid off, an outright gift may be the simplest solution.
You can deduct the fair market value of your gift, avoid all capital gains taxes,
and remove that asset from your taxable estate.

Personal Property

The University welcomes tangible property such as art work, musical instruments, and
rare books.

Life Income Gifts

Gifts that actually pay you an income! A life income gift offers future support to
the University, while providing income for you and/or family members and a tax deduction
in the year of the gift. Each life income plan has specific income, investment, and
tax advantages.